Top 93 Investment Jobs in Lansing, Mi

Registered Investment Assistant
Lutheran Financial Services —Grand Ledge, MI
- $60,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Paid time off
- Retirement plan
Quick Apply
Underwriter – Surety Bond Underwriting
Auto-Owners Insurance Company —Lansing, MI
- Full-time
- Bachelor's degree
- US work authorization
- Communication skills
- Paid holidays
- Paid time off
Quick Apply
Private Equity Associate
Selby Jennings —Michigan
- $200,000 - $225,000 a year
- Mid-level
- Office
- Bachelor's degree
Quick Apply
2d
Financial Services Professional - Hybrid Remote (MI)
Bankers Life —Lansing, MI
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Wealth Management Trainee (MI)
Bankers Life —Lansing, MI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Professional - Entry Level
New York Life —Okemos, MI
- $55,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Financial Analyst 9-P11
State of Michigan —Lansing, MI
- $24.92 - $40.51 an hour
- Full-time
- Hybrid work
- No experience needed
- Mid-level
- Office
- Paid parental leave
- Health savings account
6d
Entry-Level Financial Advisor
Principal —Lansing, MI
- $76,000 a year
- Marketing
- Finance
- Business development
Quick Apply
Analyst, FP&A
CVS Health —Lansing, MI
- $43,888 - $102,081 a year
- Full-time
- Office
- Bachelor's degree
- Continuous improvement
- Health insurance
- Dental insurance
Mentor Coach, Quality Improvement
Early Childhood Investment Corporation —Lansing, MI
- $79,965 - $97,735 a year
- Monday to Friday
- Hybrid work
- 7 years
- Mid-level
- Office
Middle Market Commercial Underwriter (Michigan, Remote)
Hastings Insurance —Michigan
- Full-time
- Remote
- Background check
- Finance
- Business development
- Profit sharing
- Health savings account
11d
SBA Underwriter - MCDC
Insight HRM —East Lansing, MI
- $55,000 - $70,000 a year
- Full-time
- Hybrid work
- Writing skills
- Data analysis skills
- Mid-level
Quick Apply
2d
Advisor Development Program - Financial Solutions Advisor Trainee - Frandor Financial Center
Bank of America —Lansing, MI
- Full-time
- Background check
- Spanish
- Office
Quality Improvement Consultant
Early Childhood Investment Corporation —Lansing, MI
- $48,996 - $62,150 a year
- Monday to Friday
- Hybrid work
- Mid-level
- Office
- 3 years
Underwriter
SET SEG —East Lansing, MI
- Full-time
- Customer service
- Mid-level
- Office
- Paid parental leave
- Health insurance
Quick Apply
Financial Services Representative - State Farm Agent Team Member
Alex Shattuck State Farm —DeWitt, MI
- $120,000 - $130,000 a year
- Full-time
- 11+ years
- Mid-level
- Office
- Health insurance
- 401(k)
Farm Underwriter
Auto-Owners Insurance Company —Lansing, MI
- Full-time
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Paid holidays
- Paid time off
Quick Apply
7d
Financial Relationship Banker-(Lansing, MI-East Saginaw)
Huntington Bank —Lansing, MI
- Full-time
- Military
- Office
- High school diploma or GED
Actuarial Analyst
Auto-Owners Insurance Company —Lansing, MI
- Full-time
- Hybrid work
- Mid-level
- Office
- Math
- Paid holidays
- Paid time off
Quick Apply
Middle Market Underwriter
Central Insurance Company —Lansing, MI
- Full-time
- Remote
- Writing skills
- Mid-level
- Bachelor's degree
- Health insurance

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investment jobs near lansing, mi

Registered Investment Assistant

Lutheran Financial Services
Grand Ledge, MI

Quick Apply

Job Details

Full-time
$60,000 a year

Benefits

Paid time off
Retirement plan

Qualifications

Customer communication
Teamwork
Research
Administrative experience
Series 7
Bachelor's degree
FINRA License
Financial services
Time management

Full Job Description

Job Purpose

Provides administrative, operational, and compliance support to financial advisors and serves as a key point of contact for client service needs. This role supports the day-to-day management of client accounts, documentation, reporting, and advisor workflow to ensure efficient operations and a high level of service.

The position requires strong attention to detail, accuracy, professionalism, and the ability to manage multiple priorities while maintaining compliance with firm standards and applicable SEC and FINRA regulations.

Key Responsibilities

Client Service

Serves as a primary point of contact for routine client inquiries and service requests.
Provides timely updates regarding account activity, documentation, and processing status.
Escalates complex client matters to the advisor or leadership, as appropriate.

Operational Support

Prepares and processes new account paperwork, transfers, account updates, and maintenance requests.
Utilizes electronic signature and document management platforms to ensure efficient processing and record retention.
Tracks outstanding documentation and follows up to ensure timely completion.

Advisor & Meeting Support

Coordinates advisor calendars and schedules client meetings.
Prepares meeting agendas, reports, and client materials in advance of advisor meetings.
Assembles documentation needed for advisor review and client discussions.

Compliance & Recordkeeping

Ensures all client files and account documentation meet firm compliance standards and applicable regulatory requirements.
Maintains accurate and current records within the CRM and portfolio management systems.
Supports audit preparation and compliance documentation requests.

Investment & Reporting Support

Assists with investment research and data gathering.
Supports portfolio rebalancing activities as directed by the advisor.
Generates quarterly performance reports and client review materials.

Qualifications

Licenses

Active FINRA Series 7 and Series 65 licenses are required.

Skills

Demonstrates proficiency in portfolio management software, including systems such as Morningstar.
Maintains strong working knowledge of Microsoft Office Suite.
Demonstrates strong verbal and written communication skills.
Exhibits strong organizational, computer, and time-management skills.

Attributes

Demonstrates a high level of attention to detail and accuracy.
Shows strong follow-through and a sense of ownership.
Effectively prioritizes work and manages multiple responsibilities.
Exercises professional judgment and problem-solving skills.
Maintains a commitment to client service and team collaboration.

Education

Bachelors degree in Finance, Business, or a related field is preferred.

Experience

One to three years of financial services industry experience is preferred.

Attendance is an essential function of this role.

Join our team if you are passionate about providing exceptional client service and supporting the financial planning process with professionalism, accuracy, and care. This role offers the opportunity to become a key member of a collaborative and growing team where your organizational skills, attention to detail, and commitment to service will directly contribute to the client experience and overall success of Lutheran Financial Services.

Pay: $60,000.00 per year

Benefits:

Paid time off
Retirement plan

Experience:

Industry: 1 year (Required)

License/Certification:

FINRA Series 7 and Series 65 License (or Equivalent) (Required)

Work Location: In person

Quick Apply

Refine Your Search

investment jobs in lansing, mi

Registered Investment Assistant

Underwriter – Surety Bond Underwriting

Private Equity Associate

Financial Services Professional - Hybrid Remote (MI)

Wealth Management Trainee (MI)

Financial Professional - Entry Level

Financial Analyst 9-P11

Entry-Level Financial Advisor

Analyst, FP&A

Mentor Coach, Quality Improvement

Middle Market Commercial Underwriter (Michigan, Remote)

SBA Underwriter - MCDC

Advisor Development Program - Financial Solutions Advisor Trainee - Frandor Financial Center

Quality Improvement Consultant

Underwriter

Financial Services Representative - State Farm Agent Team Member

Farm Underwriter

Financial Relationship Banker-(Lansing, MI-East Saginaw)

Actuarial Analyst

Middle Market Underwriter

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